IAN

Integrated Advisors Network Portfolio holdings

AUM $2.21B
1-Year Est. Return 21.59%
This Quarter Est. Return
1 Year Est. Return
+21.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.51B
AUM Growth
+$149M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
646
New
Increased
Reduced
Closed

Top Buys

1
+$22.5M
2
+$12.4M
3
+$12.1M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$8.27M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$5.22M

Top Sells

1
+$10.7M
2
+$8.66M
3
+$7.63M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$4.7M
5
MS icon
Morgan Stanley
MS
+$4.23M

Sector Composition

1 Technology 10.71%
2 Real Estate 6.76%
3 Consumer Discretionary 6.46%
4 Financials 5.45%
5 Healthcare 5.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$440K 0.03%
2,246
+1,041
427
$434K 0.03%
6,306
+1,524
428
$430K 0.03%
2,878
+856
429
$430K 0.03%
3,627
-27
430
$429K 0.03%
13,013
431
$427K 0.03%
5,312
+219
432
$427K 0.03%
+1,527
433
$426K 0.03%
235
434
$425K 0.03%
2,225
+276
435
$425K 0.03%
5,186
+829
436
$423K 0.03%
12,862
437
$422K 0.03%
2,713
+86
438
$422K 0.03%
+3,068
439
$421K 0.03%
15,885
+523
440
$419K 0.03%
3,976
-237
441
$418K 0.03%
3,867
442
$415K 0.03%
8,569
+1,046
443
$412K 0.03%
3,171
444
$411K 0.03%
1,006
+34
445
$405K 0.03%
2,964
-16
446
$404K 0.03%
1,840
+441
447
$403K 0.03%
7,008
+2,289
448
$400K 0.03%
1,667
+292
449
$400K 0.03%
5,580
450
$398K 0.03%
+5,878
16 17
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